Latest Institutional Transactions on Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09K- 4.45% |
$27.2K - $35.7K
|
23.4K
$619K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
288+ 1.38% |
$7.18K - $9.44K
|
21.1K
$560K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 174.15% |
$49.5K - $65.2K
|
3.13K
$82.9K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-625- 10.14% |
$15.6K - $20.5K
|
5.54K
$147K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.31K- 13.58% |
$57.6K - $75.8K
|
14.7K
$389K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 17.78% |
$797 - $1.05K
|
148
$3.92K
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
20.3KNew |
$506K - $665K
|
20.3K
$538K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 0.57% |
$324 - $426
|
2.28K
$60.3K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5KNew |
$313K - $411K
|
12.5K
$332K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-341- 8.44% |
$8.5K - $11.2K
|
3.7K
$97.9K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.16K- 10.56% |
$53.8K - $70.8K
|
18.3K
$485K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
468+ 57.35% |
$11.7K - $15.3K
|
1.28K
$34K
|
|
Q3 2024 | |||||||
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-42.4K- 22.56% |
$756K - $1.1M
|
146K
$3.86M
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
18.7K+ 43.05% |
$334K - $484K
|
62.2K
$1.65M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29New |
$517 - $749
|
29
$768
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-122K- 77.45% |
$2.18M - $3.16M
|
35.6K
$943K
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
398New |
$7.1K - $10.3K
|
398
$10.5K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-155- 52.9% |
$2.76K - $4.01K
|
138
$3.66K
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
9.19KNew |
$164K - $238K
|
9.19K
$243K
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
671K+ 21.99% |
$12M - $17.3M
|
3.72M
$98.6M
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7.93KNew |
$141K - $205K
|
7.93K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$3.57K - $5.17K
|
200
$5.3K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-123- 16.97% |
$2.19K - $3.18K
|
602
$15.9K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.7KNew |
$48.1K - $69.8K
|
2.7K
$71.5K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.2KNew |
$200K - $290K
|
11.2K
$297K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
16.3KNew |
$291K - $421K
|
16.3K
$432K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-166- 1.43% |
$2.96K - $4.29K
|
11.4K
$302K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
13.1KNew |
$234K - $339K
|
13.1K
$347K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
35.7KNew |
$636K - $922K
|
35.7K
$946K
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-220K- 59.46% |
$3.93M - $5.69M
|
150K
$3.98M
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20.6KNew |
$367K - $532K
|
20.6K
$545K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
137K+ 1658.71% |
$2.45M - $3.55M
|
146K
$3.86M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
435New |
$7.76K - $11.2K
|
435
$11.5K
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.7K+ 6.44% |
$30.4K - $44K
|
28.2K
$746K
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
847New |
$15.1K - $21.9K
|
847
$22.4K
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.9K- 52.27% |
$265K - $385K
|
13.6K
$360K
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
7.94KNew |
$142K - $205K
|
7.94K
$210K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.73K- 26.58% |
$120K - $174K
|
18.6K
$492K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40New |
$713 - $1.03K
|
40
$1.06K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
395+ 0.82% |
$7.04K - $10.2K
|
48.8K
$1.29M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$517 - $749
|
29
$768
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-5.08K- 17.03% |
$90.6K - $131K
|
24.8K
$656K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-55- 31.07% |
$981 - $1.42K
|
122
$3.23K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.19K- 12.67% |
$39K - $56.6K
|
15.1K
$400K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-62- 20.2% |
$1.11K - $1.6K
|
245
$6.49K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.77KNew |
$31.6K - $45.8K
|
1.77K
$46.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.98K+ 1.54% |
$178K - $258K
|
659K
$17.4M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 2.59% |
$5.35K - $7.75K
|
11.9K
$315K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
116New |
$2.07K - $3K
|
116
$3.07K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
13.5KNew |
$241K - $349K
|
13.5K
$358K
|